01/14/2018
“Investing in our team, measuring our impact with the kids more accurately, and hustling in more creative ways. Staying in start-up mode will keep things fresh and inventive. It’s all about the kids!”
01/14/2018
The study found that people are typically waiting later in life before they start putting wealth aside for beneficiaries.
01/12/2018
The slower growth came as authorities work to contain risks arising from wealth management products, with regulators identifying and punishing illegal activity.
01/12/2018
The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.
01/12/2018
Of the 20 indices in the Sustainability family, 16 have outperformed their non-sustainable counterparts over their life span.
01/12/2018
The huge impact of Financial Fair Play on European football, and how the measures have led to a more stable financial environment, is made clear in UEFA's latest club licensing benchmarking report.
01/10/2018
Both reports were done in coordination with Preqin, a U.K.-based source of data and intelligence in the alternative assets industry.
01/10/2018
For the first time in many years, the World Bank’s outlook for the global economy is better than expected rather than worsea
01/10/2018
What to do if you’re a 95-year-old billionaire and you live in a country with inheritance taxes as high as 65 percent?
01/10/2018
To be clear, team members are other professionals – specialists – that accountants bring into wealthy client situations
01/09/2018
Francisco Fernandez, chairman of Swiss banking IT firm Avaloq, won’t go idle, despite having relinquished his operative responsibilities
01/09/2018
“There is no right or wrong way forward,” said Wong.
01/08/2018
When I first started following philanthropy over twenty years ago, it was a pretty sleepy sector
01/08/2018
Arts and sports ownership are important.
01/08/2018
According to the survey, which polled nearly 1,000 executives (including 90 in the United States), more than three-quarters of executives think that fuel cell hydrogen vehicles will be the future.
01/07/2018
The new hypothesis of investing is that Millennials can go it alone if they want just to invest.
01/07/2018
“Goldilocks” investment environment to give way as inflation rises, says bank’s annual outlook
01/05/2018
Wealth management is an often misunderstood term
01/04/2018
Still, Collardi is likely to remain in the public eye as he seeks to boost hiring and bring across clients from Julius Baer to Pictet.
01/04/2018
An industry in crisis is proving surprisingly resistant to consolidation.